Senior Vice President of Corporate Development & Strategy and Head of Investor Relations

• 2022 - Present

Vice President, Finance & Insurance and Head of Rodo Insurance Agency

• 2021 - Aug 2022

• Rodo is disrupting the way people lease and purchase vehicles • Joined the Leadership Team at Rodo to establish and lead a Finance department to help shape the future of the automotive business • Our Finance arm offers traditional vehicle protection packages and we have developed B2B relationships to offer competitive financing options and aftermarket products • We also built Rodo Insurance Agency to offer a full range of B2C insurance products • We are developing several blockchain initiatives to transform the transactional side of the business • Lead outside business development team

Finance Manager

• 2019 - 2021

• Managed financials of automotive business, working with lenders, original equipment manufacturers, warranty companies and reinsurance companies to ensure compliance with all banking regulations • Managed financials of automotive business, working with lenders, original equipment manufacturers, warranty companies and reinsurance companies to ensure compliance with all banking regulations

Principal, Portfolio Manager/Analyst, Head of Investor Relations

• 2013 - 2018

• Managed investor relations and communications, as well as marketing efforts for the fund • Helped manage overall operations of the fund, including monthly fund valuation and close, onboarding new investors, selecting new prime broker and liaising with fund administrator, prime broker, auditing firm and fund counsel • Helped write compliance manual and DDQ and guide firm through its first scheduled SEC audit • Analyzed and managed investments in distressed debt and equity of financially-challenged energy and resources companies, liaised with joint-venture investors, managements, attorneys and bankruptcy advisors and negotiated in mediation to ensure preservation of capital and maximum return on investment • Led investment team making investments in private energy and resources companies and helped advise companies on strategic path forward to monetization of investment • Helped manage and trade a global natural resources long/short fund • Established and served on the board of the Geosphere India Fund, a Mauritius-based, long-biased fund

Portfolio Manager/Trader, Operations & Investor Relations Manager

• 2010 - 2013

• Managed investor relations, communications and marketing for the firm and helped write compliance manual, DDQ and SMA documentation • Helped manage overall operations of the fund, including monthly fund valuation and close, onboarding new investors and liaising with fund administrator, prime broker and fund counsel • Co-managed and traded a ~$500 million low net exposure portfolio, investing in major oil companies, refiners, e&p companies and oilfield service and drilling contractors • Evaluated and managed investments in several private equity transactions, primarily in alternative energy • Helped model, acquire and manage development of a proposed greenfield wind farm in California and helped navigate mitigation efforts when electricity transmission/interconnection challenges arose

Portfolio Manager/Analyst, Trader

• 2007 - 2010

• Managed broad-based energy long/short portfolio • Served as primary energy specialist for the firm's other traders and portfolio managers • Managed broad-based energy long/short portfolio • Served as primary energy specialist for the firm's other traders and portfolio managers

Research Analyst

• 2004 - 2007

• Covered energy sector directly in founder's account • Served as energy strategist, responsible for generating investment ideas and for vetting ideas of other energy teams for inclusion in the primary account • Covered energy sector directly in founder's account • Served as energy strategist, responsible for generating investment ideas and for vetting ideas of other energy teams for inclusion in the primary account

Director, Global Energy Sell Side Equity Research

• 2000 - 2003

• Marketed equity research recommendations to buy-side institutional client base • Regularly met with senior energy company managements and advised them on effective messaging to investors • Accompanied senior managements on marketing roadshows to attract new investors and to update existing shareholders on company strategies and outlook • Helped educate investor relations executives on setting expectations for buy side and sell side client constituencies • Marketed equity research recommendations to buy-side institutional client base • Regularly met with senior energy company managements and advised them on effective messaging to investors • Accompanied senior managements on marketing roadshows to attract new investors and to update existing shareholders on company strategies and outlook • Helped educate investor relations executives on setting expectations for buy side and sell side client constituencies

Vice President/Senior Industry Analyst, Sell Side Equity Research

• 1994 - 1999

• Had primary sell-side coverage responsibility for the major oil companies • Interacted daily with corporate investor relations personnel and other senior management to develop investment theses and recommendations and communicated them to buy side client base • Advised senior managements on corporate origination opportunities and merger and acquisition transactions at a time when equity research analysts were an integral part of the deal team • Was promoted to Assistant Vice President, then Vice President with senior sector coverage

Associate Staff Auditor/Senior Auditor, Controllers Department

• 1991 - 1994

• Led on-site financial and operational audits of Exxon business units and wrote up and presented findings to senior management for review and approval • Was promoted to Associate Staff Auditor and relocated from the Exxon Bayway Refinery in NJ to company headquarters in Houston • Led on-site financial and operational audits of Exxon business units and wrote up and presented findings to senior management for review and approval • Was promoted to Associate Staff Auditor and relocated from the Exxon Bayway Refinery in NJ to company headquarters in Houston